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Pinz Capital Management’s Advanced Energy AEIS Stock Holding History

Pinz Capital Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-600
Closed -$68K – 144
2021
Q2 		$68K Buy
+600
New +$63.6K 0.02% 287

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinz Capital Management's AEIS Position: Q3 2021 in Review

Pinz Capital Management sold out of Advanced Energy (AEIS) in Q3 2021, closing a stake of 600 shares — an estimated $68K sold.

Pinz Capital Management first reported a position in AEIS in Q2 2021 and held it in 1 quarter. The position peaked at $68K in Q2 2021. 258 funds tracked by Wall St. Rank hold AEIS as of Q3 2021.

  • Pinz Capital Management reported no remaining Advanced Energy position as of Q3 2021 after selling out during the quarter.
  • Pinz Capital Management sold 600 Advanced Energy shares in Q3 2021, an estimated $68K.
  • Pinz Capital Management first reported a position in Advanced Energy in Q2 2021 and held it in 1 quarter.
  • Pinz Capital Management's Advanced Energy position peaked at $68K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2021.

Based on Pinz Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.